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Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$28K +$30.7K +1,474 New
UBS Group
102
UBS Group
Switzerland
$7K – – –
EWA
103
Evolution Wealth Advisors
Florida
$7K +$6.77K +325 New
Steward Partners Investment Advisory
104
Steward Partners Investment Advisory
New York
$6K +$6.25K +300 New
BAM
105
Bellevue Asset Management
Washington
$3K +$2.73K +131 New
HIA
106
Harbor Investment Advisory
Maryland
$2K – – –
IFAM
107
Institutional & Family Asset Management
Colorado
$2K +$1.67K +80 New
CAW
108
Cornerstone Advisors (Washington)
Washington
$2K +$2K +96 New
Advisory Services Network
109
Advisory Services Network
Georgia
$1K +$958 +46 New
CWC
110
Carolinas Wealth Consulting
North Carolina
$1K +$1.31K +63 New
FFA
111
Founders Financial Alliance
North Carolina
$1K +$1.33K +64 New
OrbiMed
112
OrbiMed
New York
– -$31.8M -1,255,000 Closed
Kornitzer Capital Management
113
Kornitzer Capital Management
Kansas
– -$15.2M -599,501 Closed
Granahan Investment Management
114
Granahan Investment Management
Massachusetts
– -$13.6M -534,963 Closed
SCM
115
Suvretta Capital Management
New York
– -$13M -514,545 Closed
Westfield Capital Management
116
Westfield Capital Management
Massachusetts
– -$8.45M -333,435 Closed
ClearBridge Investments
117
ClearBridge Investments
New York
– -$8.26M -325,990 Closed
GIPM
118
G2 Investment Partners Management
New York
– -$6.52M -257,368 Closed
Azora Capital LP
119
Azora Capital LP
Florida
– -$5.47M -215,838 Closed
Alyeska Investment Group
120
Alyeska Investment Group
Illinois
– -$5.33M -210,605 Closed
Squarepoint
121
Squarepoint
New York
– -$5.31M -209,716 Closed
Amundi Asset Management US
122
Amundi Asset Management US
Massachusetts
– -$5.12M -202,292 Closed
Adage Capital Partners
123
Adage Capital Partners
Massachusetts
– -$5.07M -200,000 Closed
Holocene Advisors
124
Holocene Advisors
New York
– -$5.07M -200,000 Closed
ZP
125
Zimmer Partners
New York
– -$3.55M -140,000 Closed